Negative gearing, high ROE, Div. yield 2.5%, high growth and trading at a PE multiple of around 10.

Hard drives are not going to disappear anyday soon. The company is profitable, has a negative gearing and is trading at a low multiple.

Indirect oil play. Norwegian value investor loaded up on the shares recently.

Unloved due to the TAXUS stent overreaction. Facts: TAXUS royalties 40% of expected 2007 total sales and special medical devices 60%. The special medical device segment alone is worth way more than the current mktcap.

The stock has suffered ever since the expensive acquisition of ADVO, and the recent volatility in the market has generated a unique buying opportunity. The market cap. of the entire company is lower than the current assets, and the business will generate at least USD 1.5 - 1,8 in FCF per share, which gives you a "low-growth"-DCF value of USD 18,75 - 22,50 per share (with a discount rate of 10% and an eternal growth rate of 2%). The CEO/Chairman recently bought 35000 shares at USD 8 (total before the purchase was 166000 shares).